Before You Begin
You'll need:
Your Juno and Karbon connection already set up (see How to Connect Juno to Karbon)
Admin access to your Karbon workspace to edit Work Item Templates
Adding the Integration Task to a Work Item Template
Open the Karbon Work Item Template you want to add the integration task to.
Scroll to the bottom of the template and click Add Step.
Select Integration, then choose the Juno task.
Pro tip: Adding the integration step drops it to the very bottom of the template, and Karbon doesn't auto-scroll to it. Collapse all sections in the template first — it's much easier to find and drag the new step to where you actually want it once everything is collapsed.
Managing the Integration Task
What the task does
Once the integration task is on a work item, it does two things: it gives your team a direct link into the Juno preparation, and it reports document processing status back to Karbon.
The deep link
The integration task passes back a deep link that opens the preparation directly in Juno — skipping the step of opening Juno and hunting for the right prep.
Juno may ask for some required information about the preparation before syncing the documents from Karbon.
Once that information is provided, document import starts right away.
Status updates back to Karbon
The task posts the document processing status of each uploaded document back to Karbon. Once every document reaches a validated or archived state, Juno sets the integration task to a Completed status in Karbon.
Using the status with Automators
Because the task moves to Completed once all documents are validated or archived, you can use that status change as a trigger condition in Karbon Automators.
If you have any questions, reach out to Juno support via chat in the application or at [email protected]